Insightly

Align Marketing, Sales, and Project teams around one view of your customers.
4.2 (6 Reviews) Write a Review
Overview
Insightly Inc
Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more.
Media
Insightly
Insightly
Core Features
CRM Features
  • Calendar & Task
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation
Marketing Automation Features
  • Analytics/ROI Tracking
  • Campaign Management
  • Email Marketing
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting
  • Social Marketing
Project Management Features
  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Portfolio Management
  • Project Planning
  • Reporting and Forecasting
  • Workflow Management
Pricing
Pricing Type
Flat Rate
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Vendor pricing page
14 Days Trial
Plans & Packages
Standard
$29 Per Month
Customer Reviews
4.2 (6 Reviews)

Insightly has increased productivity of our organization as a whole

Valerie Barnett
1 month ago

In our company PleasingCare, we use Insightly as our CRM software. This user-friendly platform has been a part of our team for three years. It is the best tool yet that aided us in data organization and accomplishing distinct tasks and workflows that, in turn, led to increased productivity of our organization as a whole. And by using it daily to secure accuracy in the work, we have come to observe the pros and cons of using the same.

Pros :
  • Smooth data input environment
  • Slick design that improves its user-friendly feature
  • Convenient integration on the workflow of any sort.
Cons :
  • Lack of customization feature
  • Limited free trials
  • Lack of phone support
  • Ease of use
  • Features & functionality
  • Customer support
  • Value for money
  • Integrations
  • On-boarding
  • Overall ratings
9 User Score
User Recommendation Score

It's best for us because it offers not just CRM-specific functionality but also project management functions.

David Lee
1 month ago

We Inyouths LED Mirrors use Insightly because it is user-friendly and thorough. Insightly has become a market leader for developing enterprises. The UI is vibrant and easy to use, allowing you to construct graphs and charts that can be simply exported to impress investors and key stakeholders. Even better, it's quite simple to master — we tried it ourselves and can attest that it's a breeze! Its ability to interact with a wide range of third-party apps – including Microsoft programs, Xero, Google Apps, Quickbooks, Mailchimp, Slack, Evernote, and many others – makes it a versatile system with a broad range of applications. You can also use Insightly's sophisticated API to personalize everything.

  • Ease of use
  • Features & functionality
  • Customer support
  • Value for money
  • Integrations
  • On-boarding
  • Overall ratings
8 User Score
User Recommendation Score

Insightly for the win

ComboApp
posted on 4/12/19

Well crafted and always improving

Jose Garcia
posted on 6/3/19
We have used Insightly for over a year and IT IS GREAT. Super friendly and the APP is always up and ready to serve almost with all the functionality of the pc version. Great software.

Very positive feedback

David Faulkner
posted on 31/12/18

Pros: It is having a very basic system, which is all we need.

Cons: The format can be configured to an extent, but not fully customizable.

A great piece of software

B
posted on 27/12/18

Pros: Very integrateable with G suite which as an agency we use a lot for the drive and calendar features etc.

Cons: Not very customizable

Overall Experience: A great piece of software which gets the job done and beyond. It would be nice if it was more custom for the user.

Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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